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Green Book July 2014

The breadth of new market highs across multiple market indexes illustrates beyond a doubt that the stock market is “externally” in gear. Current conditions are cyclically bullish for equities; the math doesn’t support the “secular” bull market thesis that is becoming increasingly popular.

Energy sector is heating up and now ranks as #2 sector after four years of ranking as one of the four worst sectors.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)